Connect ButterCMS and Redtail CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
Create Post
Post Published
Post Draft Saved
Post Deleted
Page Published
Page Draft Saved
Page Deleted
Page Unpublished
Collection Item Published
Collection Item Draft Saved
Collection Item Unpublished
Collection Item Deleted
Choose an Action
Automatically do this!
- Request a new Action for Redtail CRM
Enable Integrations or automations with these events of ButterCMS and Redtail CRM
Enable Integrations or automations with these events of ButterCMS and Redtail CRM
Triggers
Create Post
Trigger when a new Post created.
Post Published
Trigger when a blog post is published.
Post Draft Saved
Trigger when a draft blog post is saved.
Post Deleted
Trigger when a blog post Deleted.
Page Published
Trigger when a page is published.
Page Draft Saved
Trigger when a Page Draft Saved .
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Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
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- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your ButterCMS and Redtail CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in ButterCMS triggers actions in Redtail CRM (or vice versa).
Absolutely. You can customize how ButterCMS data is recorded in Redtail CRM. This includes choosing which data fields go into which fields of Redtail CRM, setting up custom formats, and filtering out unwanted information.
The data sync between ButterCMS and Redtail CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between ButterCMS and Redtail CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About ButterCMS
ButterCMS is a headless content management system designed to simplify content management and delivery for websites and applications. It provides developers and content creators with a flexible and scalable platform to manage and deliver content seamlessly across various digital channels.
Learn MoreAbout Redtail CRM
Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.
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